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Intergy Private Wealth’s Venu Holding Corp VENU Stock Holding History

Intergy Private Wealth’s Portfolio VENU Stock Details VENU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$102K Hold
72,091
– – 0.02% 139
2026
Q2 		$164K Hold
72,091
– – 0.04% 145
2026
Q1 		$239K Buy
72,091
+1,781
+3% +$10.3K 0.07% 105
2025
Q4 		$592K Buy
+70,310
New +$779K 0.18% 62

Other funds holding VENU

Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
AWG
Altus Wealth Group Colorado Springs, Colorado $266M AUM 17.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
KCIA
Kingsbury Capital Investment Advisors Wilmette, Illinois $106M AUM
NC
North Capital Salt Lake City, Utah $140M AUM 14.22% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Intergy Private Wealth's VENU Position: Q3 2026 in Review

Intergy Private Wealth held its Venu Holding Corp (VENU) position steady in Q3 2026 at 72,091 shares worth $102K. The position accounts for 0.02% of the portfolio, ranked #139.

Intergy Private Wealth first reported a position in VENU in Q4 2025 and has held it in 4 quarters since. The position peaked at $592K in Q4 2025. 12 funds tracked by Wall St. Rank hold VENU as of Q3 2026.

  • Intergy Private Wealth held 72,091 shares of Venu Holding Corp worth $102K as of Q3 2026.
  • Intergy Private Wealth left its Venu Holding Corp share count unchanged in Q3 2026.
  • Venu Holding Corp made up 0.02% of Intergy Private Wealth's portfolio in Q3 2026, its #139 holding.
  • Intergy Private Wealth first reported a position in Venu Holding Corp in Q4 2025 and has held it in 4 quarters since.
  • Intergy Private Wealth's Venu Holding Corp position peaked at $592K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Venu Holding Corp as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.